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SCHX
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Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Wealthspire Advisors, LLC holds 2.8M shares of SCHX (SCHWAB STRATEGIC TR), worth $72.4M as of 2026-Q1. The position was increased (+0.2% shares). SCHX represents 0.6% of Wealthspire Advisors, LLC's portfolio.

Current Value

$72.4M

Current Shares

2.8M

Total Value Change

+$4.6M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.8M
+0.2%
$72.4M0.6%$26.83
42
2025-Q4
Decreased
2.8M
-50.9%
$75.8M0.6%$27.12
0
2025-Q3
Decreased
5.7M
-1.9%
$151M0.8%$26.19
0
2025-Q2
Decreased
5.8M
-4.0%
$142.8M0.8%$24.19
0
2025-Q1
Increased
6.1M
+95.7%
$134.3M0.8%$21.77
68
2024-Q4
Increased
3.1M
+199.6%
$72.1M0.7%$23.00
67
2024-Q3
Decreased
1M
-1.6%
$70.4M0.7%$22.20
0
2024-Q2
Decreased
1.1M
-5.4%
$67.8M0.9%$21.03
0

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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